Kinetik Holdings Inc cs 02215L209 17807183 367841 SH SOLE 367841 0 0 Amphenol Corp cs 032095101 2709702 21446 SH SOLE 21446 0 0 Antero Resources Corp cs 03674X106 15533337 366007 SH SOLE 366007 0 0 Antero Midstream Corporation cs 03676B102 254112817 11145299 SH SOLE 11145299 0 0 Arista Networks Inc cs 040413205 3798322 30936 SH SOLE 30936 0 0 Cms Energy Corp Com cs 125896100 17373808 223947 SH SOLE 223947 0 0 Coterra Energy Inc. cs 127097103 14176882 403440 SH SOLE 403440 0 0 Caterpillar Inc cs 149123101 1952516 2756 SH SOLE 2756 0 0 Celestica Inc cs 15101Q207 912643 3240 SH SOLE 3240 0 0 Centerpoint Energy Inc cs 15189T107 33527810 776826 SH SOLE 776826 0 0 Cheniere Energy Partners LP lp 16411Q101 69356909 1073138 SH SOLE 1073138 0 0 Cheniere Energy Inc. cs 16411R208 724950048 2554800 SH SOLE 2554800 0 0 Expand Energy Corp cs 165167735 15717861 143176 SH SOLE 143176 0 0 Chevron Corp cs 166764100 16210615 78350 SH SOLE 78350 0 0 Ciena Corp cs 171779309 9868030 25418 SH SOLE 25418 0 0 Cipher Digital Inc. cs 17253J106 3789340 294432 SH SOLE 294432 0 0 Clearway Energy, Inc. cs 18539C204 101452202 2582138 SH SOLE 2582138 0 0 Coherent Corp cs 19247G107 1836599 7710 SH SOLE 7710 0 0 CONSTELLATION ENERGY CORP COM cs 21037T109 110803328 396789 SH SOLE 396789 0 0 Core Scientific Inc cs 21874A106 16556621 1106726 SH SOLE 1106726 0 0 Cummins Inc. cs 231021106 1184720 2202 SH SOLE 2202 0 0 DTE ENERGY CO COM cs 233331107 18018106 123226 SH SOLE 123226 0 0 DT Midstream Inc cs 23345M107 404077604 3000502 SH SOLE 3000502 0 0 Dell Technologies Inc cs 24703L202 10053291 61252 SH SOLE 61252 0 0 Devon Energy Corporation cs 25179M103 8546399 169841 SH SOLE 169841 0 0 Diamondback Energy Inc cs 25278X109 10222578 51684 SH SOLE 51684 0 0 Dycom Industries Inc cs 267475101 4324698 12764 SH SOLE 12764 0 0 EQT Corp cs 26884L109 44083683 692704 SH SOLE 692704 0 0 Enbridge Inc cs 29250N105 362092661 6688080 SH SOLE 6688080 0 0 Energy Transfer LP lp 29273V100 758851345 39318723 SH SOLE 39318723 0 0 Entergy Corporation cs 29364G103 48174575 428752 SH SOLE 428752 0 0 Enterprise Products Partners L lp 293792107 559319057 14781159 SH SOLE 14781159 0 0 EVERGY INC COM cs 30034W106 103833928 1267504 SH SOLE 1267504 0 0 Excelerate Energy Inc. cs 30069T101 39540773 1183147 SH SOLE 1183147 0 0 Fermi LLC cs 314911108 13320088 2280837 SH SOLE 2280837 0 0 Forgent Power Solutions Inc cs 34631F102 1834995 62692 SH SOLE 62692 0 0 GE Vernova Inc cs 36828A101 2996666 3433 SH SOLE 3433 0 0 Genesis Energy L.P. lp 371927104 345777 19393 SH SOLE 19393 0 0 Global Partners LP lp 37946R109 1142889 27147 SH SOLE 27147 0 0 Halliburton Company cs 406216101 9544752 244800 SH SOLE 244800 0 0 Hess Midstream LP lp 428103105 171769640 4419080 SH SOLE 4419080 0 0 Hut 8 Corp cs 44812J104 1841874 39264 SH SOLE 39264 0 0 Kinder Morgan Inc cs 49456B101 262997652 7843652 SH SOLE 7843652 0 0 Kodiak Gas Services Inc cs 50012A108 42137308 722519 SH SOLE 722519 0 0 Lumentum Holdings Inc cs 55024U109 2109686 3002 SH SOLE 3002 0 0 MPLX LP lp 55336V100 753918669 13210420 SH SOLE 13210420 0 0 MYR Group Inc cs 55405W104 5767798 20430 SH SOLE 20430 0 0 Marathon Petroleum Corp cs 56585A102 41438323 169704 SH SOLE 169704 0 0 MasTec Inc cs 576323109 5900712 18340 SH SOLE 18340 0 0 Micron Technology Inc cs 595112103 7682482 22740 SH SOLE 22740 0 0 Modine Manufacturing Co cs 607828100 2905648 13408 SH SOLE 13408 0 0 NGL Energy Partners LP lp 62913M107 841325 68234 SH SOLE 68234 0 0 NRG Energy Inc. cs 629377508 57769142 395300 SH SOLE 395300 0 0 NEXTERA ENERGY INC COM cs 65339F101 5030567 54162 SH SOLE 54162 0 0 Nisource Inc cs 65473P105 32484552 696197 SH SOLE 696197 0 0 NVIDIA Corporation cs 67066G104 1410198 8086 SH SOLE 8086 0 0 ONEOK Inc cs 682680103 549319645 6077217 SH SOLE 6077217 0 0 Ovintiv Inc. cs 69047Q102 13661704 230150 SH SOLE 230150 0 0 Pembina Pipeline Corporation cs 706327103 177822626 3982948 SH SOLE 3982948 0 0 Phillips 66 cs 718546104 14709760 80743 SH SOLE 80743 0 0 Plains All American Pipeline L lp 726503105 237649727 10642621 SH SOLE 10642621 0 0 Plains GP Holdings, L.P. cs 72651A207 286482099 11799098 SH SOLE 11799098 0 0 Primoris Services Corp cs 74164F103 4227976 29558 SH SOLE 29558 0 0 ProPetro Holding Corp cs 74347M108 6935447 481294 SH SOLE 481294 0 0 Everpure, Inc. cs 74624M102 1467026 24848 SH SOLE 24848 0 0 Quanta Services Inc cs 74762E102 6550907 11932 SH SOLE 11932 0 0 Sandisk Corp/DE cs 80004C200 2791684 4394 SH SOLE 4394 0 0 Sempra Energy cs 816851109 109770325 1129673 SH SOLE 1129673 0 0 South Bow Corp cs 83671M105 31989999 960084 SH SOLE 960084 0 0 SOUTHERN CO cs 842587107 4101617 42495 SH SOLE 42495 0 0 Sunoco LP lp 86765K109 51402185 791168 SH SOLE 791168 0 0 Talen Energy Corp. cs 87422Q109 44386058 139041 SH SOLE 139041 0 0 Targa Resources Corp. cs 87612G101 887139154 3538225 SH SOLE 3538225 0 0 TC Energy Corp. cs 87807B107 500164047 7989841 SH SOLE 7989841 0 0 Terawulf Inc cs 88080T104 4331771 300192 SH SOLE 300192 0 0 Valero Energy Corp cs 91913Y100 41359710 167394 SH SOLE 167394 0 0 Vertiv Holdings Co cs 92537N108 8997325 35906 SH SOLE 35906 0 0 Vistra Corp. cs 92840M102 71587898 476205 SH SOLE 476205 0 0 WEC Energy Group, Inc. cs 92939U106 17643116 152398 SH SOLE 152398 0 0 Western Digital Corp cs 958102105 7548294 27906 SH SOLE 27906 0 0 Western Midstream Partners LP lp 958669103 358760732 8714130 SH SOLE 8714130 0 0 WILLIAMS COS INC COM cs 969457100 835079631 11474026 SH SOLE 11474026 0 0 Xcel Energy cs 98389B100 35003329 440626 SH SOLE 440626 0 0 Credo Technology Group Holding cs G25457105 3477696 37048 SH SOLE 37048 0 0 nVent Electric PLC cs G6700G107 6506110 55006 SH SOLE 55006 0 0 Seagate Technology Holdings PL cs G7997R103 7438739 18988 SH SOLE 18988 0 0 Nebius Group NV cs N97284108 1478788 14252 SH SOLE 14252 0 0 IREN Ltd cs Q4982L109 4329975 126312 SH SOLE 126312 0 0 Antero Midstream Corporation cs 03676B102 321366 14095 SH OTR 14095 0 0 Cheniere Energy Partners LP lp 16411Q101 2165040 33499 SH OTR 33499 0 0 Cheniere Energy Inc. cs 16411R208 846740 2984 SH OTR 2984 0 0 DT Midstream Inc cs 23345M107 950366 7057 SH OTR 7057 0 0 Enbridge Inc cs 29250N105 459053 8479 SH OTR 8479 0 0 Energy Transfer LP lp 29273V100 2782192 144155 SH OTR 144155 0 0 Enterprise Products Partners L lp 293792107 3035714 80225 SH OTR 80225 0 0 Hess Midstream LP lp 428103105 1860279 47859 SH OTR 47859 0 0 Kinder Morgan Inc cs 49456B101 327219 9759 SH OTR 9759 0 0 Kodiak Gas Services Inc cs 50012A108 217417 3728 SH OTR 3728 0 0 MPLX LP lp 55336V100 2862859 50164 SH OTR 50164 0 0 ONEOK Inc cs 682680103 1395802 15442 SH OTR 15442 0 0 Plains All American Pipeline L lp 726503105 3347513 149911 SH OTR 149911 0 0 Sunoco LP lp 86765K109 1580720 24330 SH OTR 24330 0 0 Targa Resources Corp. cs 87612G101 2140231 8536 SH OTR 8536 0 0 TC Energy Corp. cs 87807B107 1115845 17825 SH OTR 17825 0 0 Western Midstream Partners LP lp 958669103 2696553 65498 SH OTR 65498 0 0 WILLIAMS COS INC COM cs 969457100 1827360 25108 SH OTR 25108 0 0 Stantec Inc. cs 85472N109 1521266 17648 SH DFND 4 0 0 17648 Ferguson Enterprises Inc cs 31488V107 4132309 17987 SH DFND 4 0 0 17987